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Custom field management

This is article aims to inform you on how to setup custom fields for referrals, transactions, and unsubscribes.

Instructions

To create a custom field for referrals you need to:

1. Go Customer Data > Referrals,
2. Click Customize fields.
3. Click New custom field.
4. Select a field to transform and enter a name for your custom field.
5. Select a condition: equals or contains.
6. Enter the value you want to map and the new field name.
7. Select how the custom field should be handled if empty.
8. Select the default value in case no match is found.
9. Click Save.

To create custom fields for transactions or unsubscribes proceed with the same steps as above but starting from Customer Data > Transactions or Customer Data > Unsubscribes.